| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 14,955 | $740,100.85 | $728,906.7 | -$11,194.15 | -1.51% |
| CB Catherine Bluvol Next Level Private LLC | 9,123 | $452,381.49 | $444,655.02 | -$7,726.47 | -1.71% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,732 | $331,894.26 | $328,119.03 | -$3,775.23 | -1.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,856 | $289,579.2 | $285,567.84 | -$4,011.36 | -1.39% |
Craig Johnsen Fortitude Advisory Group LLC | 5,316 | $262,672.92 | $259,102.9 | -$3,570.02 | -1.36% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,351 | $264,727.07 | $260,914.76 | -$3,812.31 | -1.44% |
Shawn Scholz Impact Partnership Wealth, LLC | 48,451 | $2.39M | $2.36M | -$28,974.64 | -1.21% |
Angela Mari Abich Financial Wealth Management LLC | 297 | $14,752 | $14,475.78 | -$276.22 | -1.87% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 9,698 | $467,236 | $472,632.03 | $5,396.03 | 1.15% |
Darren Yoder Dynamic Financial Group | 13,156 | $655,796.78 | $641,093.2 | -$14,703.58 | -2.24% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 38,693 | $1.9M | $1.89M | -$16,055.53 | -0.84% |